Overview
Managing Data is 8% of the exam and has three objectives. The first is discovery: using Unity Catalog search, Catalog Explorer and certification signals to locate the right dataset, query it, and manage it as an owner. The second covers metadata. You apply governed tags to a table or column and read lineage, now including external lineage that connects Unity Catalog assets to systems outside Databricks such as BI tools or source applications. The third objective is hands-on SQL cleaning of Unity Catalog tables: filtering out invalid rows, deduplicating, standardising values and handling NULLs with functions like COALESCE, NULLIF and TRY_CAST.
Governed tags and external lineage are new wording in the October 2026 guide. Governed tags are defined at account level with policies on allowed values and on who may assign them, which is what separates them from free-form tags. The cleaning objective is practical; expect to read SQL and predict its effect.
How it's tested
Questions mix short UI scenarios with SQL snippets. You may be asked where to apply a tag, what lineage shows, or what a cleaning statement returns. Read SQL carefully for NULL handling and for whether the statement changes the table or only the result set.
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Find the trusted source
Several similar tables exist and you choose how to identify the certified, owner-endorsed dataset through Unity Catalog search and Catalog Explorer.
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Tag and trace
A governance request asks you to label sensitive columns with a controlled value or to see which dashboards depend on a table.
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Predict the cleaned output
A SQL statement using COALESCE, NULLIF, TRY_CAST, DISTINCT or a WHERE filter is shown, and you predict the rows or values that remain.
A query must replace missing discount values with zero but leave real zeros and negative adjustments untouched. Filtering WHERE discount IS NOT NULL drops rows, which loses orders. CASE WHEN discount = 0 handles the wrong values. COALESCE(discount, 0) returns the first non-NULL argument, so only missing values become zero while every existing value is preserved, which is what the requirement asks for.
Objectives 3
Official objectives from the Databricks outline, in outline order.
2.1 Use Unity Catalog to discover, query, and manage certified datasets.Locating and using trusted, governed data.
- What it means
- Unity Catalog search and Catalog Explorer let you find tables by name, comment, tag or column. Certified datasets carry an endorsement that marks them as the approved source. Once found, you query them by their three-level name and, as an owner, maintain comments, ownership and permissions.
- What to understand
- Discovery depends on good metadata: table and column comments, tags and certification status make search results useful, and AI-generated comments can fill gaps. You only see objects you have some privilege on, and querying needs USE CATALOG, USE SCHEMA and SELECT. Managing a dataset includes editing its description, setting the owner, and deprecating outdated copies so users settle on the certified version.
- How it shows up
- Expect a scenario with duplicate-looking tables where the right action is to use the certified one or to certify it.
- Common confusion
- Believing certification copies the table or changes its permissions.
2.2 Use the Catalog Explorer to tag a data asset with governed tags and view its lineage, including external lineage.Governed tags, lineage graphs and external lineage.
- What it means
- Tags are key-value labels on catalogs, schemas, tables, columns and other objects. Governed tags are defined centrally with a policy that limits allowed values and who can apply them. The Lineage tab shows how data flows between tables, columns, notebooks, jobs, pipelines and dashboards, and external lineage adds systems outside Databricks.
- What to understand
- Governed tags keep classification consistent, for example pii with values such as email or phone, and they can be referenced by attribute-based access control policies. Free-form tags have no such guardrails. Unity Catalog records lineage at table and column level from queries it executes, without manual work. External lineage lets you register upstream sources or downstream consumers, such as a Salesforce source or a Tableau workbook, so impact analysis reaches beyond the workspace.
- How it shows up
- A request to label sensitive columns consistently, or to find every downstream consumer before changing a table, is the typical stem.
- Common confusion
- Thinking lineage covers external tools automatically; those links must be registered as external metadata.
2.3 Perform data cleaning on Unity Catalog Tables in SQL, including removing invalid data or handling missing values.SQL techniques for removing bad rows and filling gaps.
- What it means
- Cleaning means making a table fit for analysis: removing duplicates and invalid records, standardising formats, converting types safely, and dealing with missing values either by filtering them, replacing them with defaults or flagging them.
- What to understand
- Key tools are WHERE filters, DISTINCT or ROW_NUMBER for deduplication, TRIM, UPPER and LOWER for standardising text, TRY_CAST to turn bad strings into NULL instead of failing, COALESCE and IFNULL to supply defaults, NULLIF to turn sentinel values like empty strings into NULL, and DELETE or UPDATE to change a Delta table in place. Remember NULL comparisons return NULL, so use IS NULL rather than = NULL, and COUNT(column) skips NULLs while COUNT(*) does not.
- How it shows up
- Questions show a cleaning statement and ask for its result, or ask which function meets a stated rule for missing or invalid values.
- Common confusion
- Writing WHERE col = NULL, which matches nothing, instead of WHERE col IS NULL.
High-yield concepts
The terms, rules and formulas this domain turns into questions most often.
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Certified dataset
Unity Catalog asset endorsed as the trusted version.
- Remember
- Prefer it over look-alike copies.
- Tested as
- Discovery scenarios.
- Trap
- Assuming it grants SELECT.
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Governed tag
Tag whose key, allowed values and assigners are controlled by policy.
- Remember
- Consistent classification across assets.
- Tested as
- New wording in the 2026 guide.
- Trap
- Treating it like a free-form tag.
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Attribute-based access control
Policies that act on tagged objects.
- Remember
- Governed tags can drive masking and filtering.
- Tested as
- Links tagging to security.
- Trap
- Thinking tags alone restrict access.
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Lineage tab
Graph of upstream and downstream assets.
- Remember
- Captured automatically, down to columns.
- Tested as
- Impact analysis.
- Trap
- Believing it needs manual entry.
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External lineage
Lineage links to systems outside Databricks.
- Remember
- Registered as external metadata.
- Tested as
- Impact beyond the workspace.
- Trap
- Expecting automatic capture from BI tools.
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COALESCE
Returns the first non-NULL argument.
- Remember
- Fills missing values without dropping rows.
- Tested as
- Missing value handling.
- Trap
- Using it to fix invalid non-NULL values.
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NULLIF
Returns NULL when two values are equal.
- Remember
- Turns sentinels like '' into NULL.
- Tested as
- Standardising missing markers.
- Trap
- Reversing it with COALESCE.
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TRY_CAST
Converts types, returning NULL on failure.
- Remember
- Avoids query errors on bad strings.
- Tested as
- Invalid data handling.
- Trap
- Expecting it to raise an error.
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ROW_NUMBER deduplication
Window function to keep one row per key.
- Remember
- Filter where row number equals 1.
- Tested as
- Removing duplicates by key.
- Trap
- Using DISTINCT when rows differ in some columns.
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IS NULL
Correct test for missing values.
- Remember
- = NULL never evaluates true.
- Tested as
- Filter logic.
- Trap
- Writing = NULL.
Side by side
Concepts candidates mix up, compared on the point that decides the answer.
Tags and lineage
| Concept | Meaning | Key difference | Common trap |
|---|---|---|---|
| Governed tag | Centrally defined key with allowed values. | Enforced vocabulary and assignment rights. | Assuming any user can create values. |
| Free-form tag | Ad hoc key-value label. | No policy or value control. | Relying on it for compliance. |
| Lineage | Automatically captured data flow inside Unity Catalog. | Covers tables, columns, notebooks, jobs and dashboards. | Thinking it is manual. |
| External lineage | Registered links to outside systems. | Must be added through external metadata. | Expecting it to appear by default. |
Missing and invalid value functions
| Concept | Meaning | Key difference | Common trap |
|---|---|---|---|
| COALESCE(a, b) | First non-NULL value. | Fills gaps. | Expecting it to change empty strings. |
| NULLIF(a, b) | NULL if a equals b. | Creates NULLs from sentinels. | Confusing it with IFNULL. |
| TRY_CAST(x AS type) | Safe conversion. | Bad input becomes NULL. | Using CAST and getting errors. |
| DELETE FROM ... WHERE | Removes rows from a Delta table. | Changes the stored table. | Thinking a SELECT filter alters the table. |
Exam traps
Each trap is an answer that looks right. Learn the clue that should change your mind.
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Filtering instead of filling
- What candidates pick
- WHERE value IS NOT NULL to handle missing values.
- Why it looks right
- It removes the problem quickly.
- Why it's wrong
- Filtering throws away whole records; when the rule says keep rows and supply a default, COALESCE is required.
Clue to watch for Keep all rows, replace missing values.
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NULL equality
- What candidates pick
- WHERE region = NULL.
- Why it looks right
- It reads naturally.
- Why it's wrong
- Any comparison with NULL yields NULL, never true, so no rows match; IS NULL is the correct predicate.
Clue to watch for Rows with missing values are not returned.
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CAST on dirty data
- What candidates pick
- CAST(amount AS DECIMAL).
- Why it looks right
- It is the standard conversion.
- Why it's wrong
- With ANSI mode on, CAST fails the whole query on a bad string, whereas TRY_CAST returns NULL for that value.
Clue to watch for Some values contain text like 'N/A'.
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Free-form tag for compliance
- What candidates pick
- Add a custom tag named sensitive.
- Why it looks right
- Tags are quick to add.
- Why it's wrong
- Without a governed tag policy, values and assigners are uncontrolled, so classification drifts and policies cannot rely on it.
Clue to watch for Consistent, controlled classification.
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Lineage for Tableau
- What candidates pick
- Lineage is automatic for every consumer.
- Why it looks right
- Unity Catalog lineage is automatic internally.
- Why it's wrong
- Tools outside Databricks are only shown when registered as external lineage metadata.
Clue to watch for Downstream reports built outside the workspace.
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Certification as access
- What candidates pick
- Certify the table so analysts can read it.
- Why it looks right
- Certification sounds like approval.
- Why it's wrong
- Certification signals trust; analysts still need USE CATALOG, USE SCHEMA and SELECT privileges.
Clue to watch for Users can find the table but cannot query it.
Answer framework
Apply this sequence to discovery, tagging, lineage and cleaning questions in this section.
- Decide whether the question is about finding data, labelling it, tracing it or fixing its values.
- For discovery, prefer certified assets found through Unity Catalog search, and remember access still requires grants. Certification signals trust; it does not grant SELECT.
- For labelling, choose governed tags when consistency or policies matter, and free-form tags only for informal notes.
- For tracing, use the Lineage tab inside Databricks and external lineage for systems outside it. Lineage is captured automatically for queries that run against Unity Catalog tables.
- For cleaning, decide whether to drop, fill, convert or deduplicate, then pick WHERE, COALESCE, TRY_CAST or ROW_NUMBER. TRY_CAST returns NULL instead of failing on bad values, which keeps a load running.
Practice question
Want more like this? The Databricks DA Assoc practice test has questions for every domain.
Checklist
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Study strategy
Split your time between the Catalog Explorer interface and SQL practice, roughly one third to two thirds.
In Catalog Explorer, search for tables by a column name and a comment phrase to see how metadata improves discovery. Open a table, add a comment, then add a tag. If your workspace has governed tags configured, notice how the value is restricted to a list. Run a CREATE TABLE AS SELECT from that table and a second query that reads the new table, then open the Lineage tab to see the graph appear and expand it to column level. Read the documentation page on external lineage so you know how outside sources and BI reports are registered.
For SQL, build a ten-row table with deliberate problems: duplicate keys with different timestamps, empty strings, the text 'n/a' in a numeric column, mixed-case country codes and NULLs. Write queries that fix each issue using TRIM, UPPER, NULLIF, TRY_CAST, COALESCE and ROW_NUMBER. Predict each result before running it. Finally, test COUNT(*) against COUNT(column) on a column with NULLs and note the difference, because the exam likes this detail.
FAQ
What share of the Databricks Data Analyst exam is Managing Data?
Managing Data accounts for 8% of the exam, roughly four of the 45 scored questions, according to the official certification page.
What are governed tags?
Governed tags are tags defined at account level with a policy that sets allowed values and who may assign them. They keep classification consistent and can be used by attribute-based access control policies.
What is external lineage?
External lineage records relationships between Unity Catalog assets and systems outside Databricks, such as source applications or BI reports. It is added as external metadata rather than captured automatically.
Which SQL functions matter most for cleaning?
COALESCE, NULLIF, TRY_CAST, TRIM, UPPER and LOWER, plus ROW_NUMBER for deduplication and DELETE or UPDATE for in-place fixes.
Does certifying a table change who can read it?
No. Certification marks a trusted asset. Access is still controlled by Unity Catalog privileges.
Do I need Python for this section?
No. Every objective here can be met with Databricks SQL and the Catalog Explorer interface.
Other Data & Analytics certifications
Where the same subject shows up in other exams. Cards marked "Same subject" open the matching domain.
- CompTIA Data+ V2 Same subject: Domain 1: Data Concepts and Environments (20%)
- Big Data Engineer Same subject: Domain 2: Data Storage & Management (20%)
- Power BI Data Analyst Same subject: Domain 1: Prepare the data (25–30%)
- SnowPro Core Certification Same subject: Domain 5: Data Collaboration (10%)
- Big Data Scientist Same subject: Domain 6: Data Visualization and Communication (Not published)
- CompTIA DataSys+ Same subject: Domain 4: Data and Database Security (23%)
- Google Data Analytics Certificate Study guide
Test your Domain 2 knowledge
Test whether you can predict cleaning query results, choose governed tags and read lineage correctly on timed questions.
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